Patrick Masi Agent150 South Warner Road, Suite 122King of Prussia, PA 19406P: 215-478-5012F: firstname.lastname@example.org EMAIL PATRICK Patrick is dedicated to alleviating his clients' financial stress, allowing them to spend less time worrying about budgeting and investing, and enabling them to spend more time doing the things they love with the people they love.After working for several years as a health benefits broker with focus on customer care and product knowledge, Patrick opted to take his education in finance and client relations to develop a career with Corio & Associates. Patrick shares the firm's passion for helping people and core philosophy of a "protection-first" mindset, and believes that the key to accomplishing this is through education. He equips his clients not only with financial solutions, but also takes care to explain the "why" behind these solutions, ultimately empowering his clients to make good financial decisions to improve their future.A Temple University Fox School of Business graduate, Patrick lives just north of Philadelphia in Feasterville-Trevose and enjoys spending time with his dog. He is also a fitness lover, frequenting the gym often, and playing regularly in men's soccer, softball, and flag-football leagues. Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Patrick. Name Email Address Phone Question Thank you! Oops! Tools & Resources How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. Learn More What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. Learn More Success Strategies: Start planning Now Using Life Insurance as part of a potential business succession strategy Learn More Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program. Learn More What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. Learn More 5 Tips for Smarter Decisions in Turbulent Times Take the long view - 5 tips for staying on track even during volatile times Learn More Patrick Masi is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.